Broker Check

Educational Events

Communication and Connection

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

February 1, 2020

10:00a - 12:00p

Pepperdine West Los Angeles Campus

The New Reality in Our Retirement (2day)

The New Reality in Our Retirement

January 18, 2020

10:00a - 12:00p

USC Tutor Campus Center-Rosen Family screening Theater

The New Reality in Our Retirement (1 day)

The New Reality in Our Retirement

November 16, 2019

11:00a - 1:00p

University of Southern California

The New Reality in Our Retirement

We have identified Three major threats to our retirement that could cause us to either run out of money or at the very least, not have a financial cushion that would allow us to sleep better at night.We will examine each threat and how each can affect us,

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